Plan Ledger DOL Form 5500 · updated monthly

Hall Industries, Inc.401(k)

HALL INDUSTRIES, INC. 401(K) RETIREMENT PLAN · ELLWOOD CITY, PA · plan year 2024

Reported admin expense ratio · 2024
0.59%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Hall Industries, Inc. reported $75,923 in plan administrative expenses for 2024: 0.59% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,799 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.55% to 0.59%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Pennsylvania (1,974th of 3,651), and 7,542nd of 13,661 in manufacturing. In 2024, employees put in $2.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,554,813
Participants with balances237
Active participants216
Employer contributions$388,528
Employee contributions$1,036,490
Employer contribution per active participant$1,799
Average account balance$57,193
Benefits paid to participants$2,065,981
Plan auditUnmodified (clean) audit opinion
AuditorH2R CPA
Plan history3
Yearassets · accounts · employer contribution
2024$13.6M · 237 accts · $389K emplr
2023$12.3M · 248 accts · $379K emplr
2022$10.1M · 255 accts · $366K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,311
Investment management$38,612
Total administrative$75,923
The Hall Industries, Inc. 401(k) match · 2024
Employer contribution per active participant$1,799
Median for plans this size$2,416
2024$1,799 per active participant
2023$1,754 per active participant
2022$1,779 per active participant

Hall Industries, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$928
ASSUREDPARTNERS INVESTMENT ADV · Investment advisory (participants)$38,612
BAKER TILLY VANTAGEN, LLC · Claims processing$7,335

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$75,923 · 0.59%
2023$66,040 · 0.59%
2022$60,007 · 0.55%
Same employer
Similar plansManufacturing · Pennsylvania
Vista Metals, Inc. PA$13.8M · 0.20%
Rosenberger USA Corp PA$13.7M · 0.58%
Therm-Omega-Tech, Inc. PA$13.7M · 0.03%
Amg Vanadium LLC PA$13.5M · 0.14%
Flexible Circuits, Inc. PA$13.4M · 0.02%
Tpc US Parent, LLC PA$13.4M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251154920 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.